Fenergo Client Lifecycle Management provides a truly streamlined, digital client orchestration solution to enable the delivery of a quick and efficient client onboarding process for both new and existing clients.

Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

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CLIENTS WHO TRUSTOUR SOFTWARE SOLUTIONS

Partners

Our main ambition is to streamline the end-to-end client lifecycle management process – from onboarding to regulatory compliance to lifecycle reviews – for all of our jurisdictions and to standardize processes and procedures across different divisions. Fenergo will help us to achieve operational efficiencies and improve our customer experience, whilst maintaining the highest level of regulatory compliance across the globe

Emma Rey Gállego
Head of Customer Experience-Onboarding in CIB BBVA

We chose Fenergo’s solutions because they will enable us to meet the increasing complex regulatory frameworks with an efficient and client-centric onboarding experience.

John Healy
Managing Director, Head of Capital Markets Operations SunTrust